India’s future long-term growth

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“Over the last decade, under the leadership and political stability established by Prime Minister Narendra Modi, India has passed several reforms that will help attract private investment and foreign capital... Read more continue reading

The global impact of Japanese monetary policy

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Japan’s monetary policy changes are one of the key factors explaining both the country’s super-boom combined with huge asset price inflation in the 1980s, and the subsequent bust and long... Read more continue reading

Cautious optimism for China investors

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Mainland China’s stock market has sold off sharply over the past month, and the renminbi has weakened against the dollar, nearing levels seen during the height of Covid-19 lockdowns. Investors... Read more continue reading

China – what’s next and what will it mean for Australian stocks?

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Equity Trustees Asset Management analysts recently visited China and discovered that the economy there is not as bad as some people are suggesting – and identified developments that will have... Read more continue reading

Private credit opportunities rapidly growing in Asia

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Asian private credit markets are nascent in their development and will almost certainly follow the growth path experienced in the US and Europe, affording good opportunities for those investors who... Read more continue reading

The case for Asian emerging market equities

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Marty Dropkin, Head of Equities, Asia Pacific at Fidelity International, comments, “During periods of market volatility, the attractions of emerging markets can be overlooked. With valuations at multi-decade lows, this... Read more continue reading

Is Modi India’s most effective post-independence leader?

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In an era where government intervention is becoming the norm globally, it is refreshing to see one major country going the opposite direction. We believe India’s Prime Minister, Narendra Modi,... Read more continue reading

A rapidly developing landscape – sustainable investing in Asia

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A rapid change in investment trends is unfolding in Asia as governments, regulators and investors sharpen their focus on climate change and corporate governance. Jenn-Hui Tan, Fidelity International’s Global Head... Read more continue reading

Gains or glitches: How does Chinese AI technology differ from the West?

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Chinese firms have powerful AI capabilities. How could the progress of the technology in China differ from the West? Mr Alistair Way, Head of Equities at Aviva Investors explains. China... Read more continue reading

Indian assets poised for growth

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Key points India’s economic and demographic outlook points to strong growth over the next decade and suggest Indian equities could over-perform main equity markets. Investment is expected to drive the... Read more continue reading